Mary Kocher is a former Trust Wealth Advisor and Bank Examiner with extensive fiduciary and operational experience within a Trust and Wealth Management environment. She is a strong planner an organizer who can prioritize multiple assignments and deliver superior results under tight deadline requirements. She has a track record of identifying and exceeding client needs and goals while maintaining compliance within policies and procedures, in addition to requirements set by federal and state regulatory agencies.
Her professional experience includes Federal Reserve Bank of Chicago Senior Risk Management Specialist and Senior Community Regional Specialty Bank Examiner and Senior Trust Officer with a two large regional organization and a several community banks in PA. Her professional designations include Certificated Personal Financial Planning and Certified Fiduciary Investment Risk Specialist (CFIRS).
Her role at Pohl Consulting and Training is to provide compliance and operations consulting to client trust organizations. Her work includes Trust policy manual reviews and updates, examination remediation, forensic operations analysis and other compliance and risk management related projects.
She lives with her husband in Delaware.
